Call events can be used to log and record any light CRM activity with a resident, ranging from phone calls to walk-ins to email communication.
Instructions
Click the Add Event button
Select Call in the Event Type modal
Click the Status dropdown
Select the appropriate Status
Click the Transaction Date calendar icon
Select the date of contact
Click into the Transaction Time field
Enter the time of contact
Click the Reason drop-down field
Select a reason for contact
Type details of the reason for contact or any notes into the Internal Note text field
Add a Document if necessary
Click Save
